Energy security: volcanos versus solar panels?
…market for 1-2 years. (data here) Evaluating volcano impacts on solar power is not intended as an argument against solar. We need more solar in a decarbonizing energy system (research…
LONGi: technology review and solar innovations?
…solar modules, with simple manufacturing techniques that may ultimately displace bottlenecked silver from electrical contacts. Key conclusions within. $499.00 – Purchase Checkout Added to cart LONGi is the largest solar module producer…
Coal-to-gas switching: what CO2 abatement cost?
…with gas would have required the equivalent of 40MTpa of LNG imports, over 10% of overnight tightening in global LNG market. Philosophical problem #1: historical volatility? Commodity prices volatility raises…
Back-stopping renewables: the nuclear option?
…volatility in renewable-heavy grids are described on page 2 and will require a back-up. There are limitations for batteries in hydrogen, in smoothing this volatility, as discussed on pages 3-4….
Solar costs: four horsemen?
…challenges, which could stifle future deflation or even re-inflate solar. Most debilitating would be a re-doubling of CO2-intensive PV-silicon. Our 15-page report explores re-inflation risks for solar developers. $499.00 – Purchase Checkout…
Solar contacts: silver bullet?
The front contacts in today’s solar cells are made of screen-printed silver. Thus solar cells absorbed 11% of 2021’s silver market, and growing. Solar silver contacts can be substituted with…
Power grids: when will wind and solar peak?
…solar heavy grids. This 12-page note draws conclusions from the statistical distribution of renewables’ generation across 100,000 x 5-minute grid intervals. $499.00 – Purchase Checkout Added to cart Wind and solar are…
Wind and solar: what CO2 abatement costs of renewables?
…CO2 avoided. We have written a research note (below) aiming to answer this question and this data-file contains the underlying modelling. https://thundersaidenergy.com/2023/12/07/solar-and-wind-what-decarbonization-costs/ The CO2 abatement costs of solar and wind…
Solar module production by company?
The world produced over 400GW of solar modules in 2023, which is up 10x from a decade ago. This data-file breaks down solar module production by company and over time,…
Battle of the batteries: EVs vs grid storage?
…like this. There is enormous second-by-second, minute-by-minute, hour-by-hour, day-by-day volatility (data below). https://thundersaidenergy.com/downloads/inter-correlations-between-solar-assets/ Thus look back at the curtailment chart below. If you built a battery that could absorb 0.3%…